Lindsey Cipro

Background

About Lindsey Cipro

My expertise is aggressively growing retail broker dealer and institutional insurance sales, 401k providers, and RIAs by analyzing their needs for investment menus and presenting them with custom-designed solutions that outpace competitive offerings. I actively call upon analysts, senior managers, National Sales Managers, and Relationship managers to identify opportunities for both new and replacement business. My success is driven by a passion and belief in what I am selling. It is also predicated on delivering a clear and concise value proposition in the best interest of client companies, leveraging my product expertise in model portfolios, ETFs, mutual funds, separately managed accounts (SMAs), variable annuities (VAs), sub-advised, collective investment trusts (CITs), variable insurance trusts (VITs), and defined contribution (DC) plans. Once I secure a product placement, I create an individualized marketing and sales plans to maximize growth of assets under management with each company. Some of the areas where I have excelled include: • On boarded 2 new broker/dealers and RIA at Russell Investments. • Brought on 2 new asset managers at Rock Harbor. • Turned around underperforming insurance channel at Ivy Investments. • Facilitated multi-million/billion dollar VA and DC placements. • Led sales territory to a top-10% national ranking out of 60 nationwide. • Achieved #2 producer ranking in the country. • Significantly increased number of financial advisor relationships through aggressive prospecting.Hard work, determination, and never taking “no” for an answer is my credo. Doing exactly what I say, when I say I’m going to do it is my guiding principle.